Position in KO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$209,502,311
+$19,582,848 QoQ
Shares Held
2,754,797
+1.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96.87269039159344.ToString("F0")%
Shared 0.ToString("F0")%
None 3.1273096084065752.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $402,439,400 across 9 Beverages - Non-Alcoholic names. KO ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
2,754,797 | $209,502,311 | |
| 2 | PEP |
Pepsico Inc
|
1,012,020 | $157,156,584 | |
| 3 | MNST |
Monster Beverage Corp
|
156,352 | $11,329,265 | |
| 4 | PRMB |
Primo Brands Corp
|
377,400 | $7,106,441 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
71,469 | $6,971,800 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
59,553 | $5,399,670 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
10,769 | $2,064,847 | |
| 8 | KDP |
Keurig Dr Pepper Inc.
|
72,126 | $1,899,076 |
All Filings in KO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,502,311 | 2,754,797 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $189,919,463 | 2,716,628 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $173,541,798 | 2,616,734 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $204,193,697 | 2,886,130 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $220,226,056 | 3,074,924 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $172,823,798 | 2,775,840 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $180,579,221 | 2,512,931 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $162,686,280 | 2,555,951 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $152,612,163 | 2,494,478 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $146,188,533 | 2,480,715 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $148,720,553 | 2,656,673 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $171,869,505 | 2,854,027 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $178,778,957 | 2,882,137 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $179,392,412 | 2,820,192 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $158,854,232 | 2,835,670 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $179,634,093 | 2,855,414 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $233,427,458 | 3,764,959 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $164,072,626 | 2,771,029 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $135,252,967 | 2,577,720 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $130,924,014 | 2,419,590 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $127,363,857 | 2,416,313 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $136,806,934 | 2,494,656 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $180,643,792 | 3,658,979 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $152,531,962 | 3,447,050 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||